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Categorizing Purchases from Major Retailers Just Got Easier

September 28, 2023
A screenshot of the Bank Import Details in the YNAB web app

Tired of doing detective work for every dollar spent at big-box stores and major retailers? Stop combing through Costco receipts or grilling your loved one about everything in that Amazon package.

Now, for several major retailers, you’ll see a handy dandy link to your order history in the Bank Import Details (which you can find by clicking the Information icon next to a payee name in the Edit Payee dropdown menu). The link takes you directly to Amazon, Walmart, and others, so you can see what you bought  and easily split transactions on shopping trips that include a bit of everything.

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